Filed June 16, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,868 | $76,000+93.2% | $154,107-4.7% | $64,186+128.8% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $7,971 | $3,351+137.9% | $5,298+50.5% | $2,381+234.8% |
| Participant deferral / active EE | $6,180 | $3,175+94.6% | $5,081+21.6% | $3,470+78.1% |
| Admin fee / account holder | $2,906 | $5,596-48.1% | $13,411-78.3% | $4,888-40.5% |